WCM
TEX icon

Winton Capital Management’s Terex TEX Stock Holding History

Winton Capital Management’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		$211K Sell
4,764
-3,098
-39% -$130K ﹤0.01% 639
2013
Q4 		$330K Sell
7,862
-8,745
-53% -$317K ﹤0.01% 638
2013
Q3 		$558K Sell
16,607
-7,113
-30% -$216K 0.01% 592
2013
Q2 		$624K Buy
+23,720
New +$732K 0.01% 579

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Winton Capital Management's TEX Position: Q1 2014 in Review

Winton Capital Management reduced its Terex (TEX) stake by 39% in Q1 2014, selling an estimated $130K and leaving 4,764 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Winton Capital Management first reported a position in TEX in Q2 2013 and has held it in 4 quarters since. The position peaked at $624K in Q2 2013. 316 funds tracked by Wall St. Rank hold TEX as of Q1 2014.

  • Winton Capital Management held 4,764 shares of Terex worth $211K as of Q1 2014.
  • Winton Capital Management sold 3,098 Terex shares in Q1 2014, an estimated $130K.
  • Terex made up ﹤0.01% of Winton Capital Management's portfolio in Q1 2014, its #639 holding.
  • Winton Capital Management first reported a position in Terex in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Terex position peaked at $624K in Q2 2013.
  • 316 funds tracked by Wall St. Rank held Terex as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.